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JPMorgan Chase

3,566 hedge funds and large institutions have $328B invested in JPMorgan Chase in 2021 Q4 according to their latest regulatory filings, with 486 funds opening new positions, 1,585 increasing their positions, 1,163 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,566
Holders Change
+347
Holders Change %
+10.78%
% of All Funds
55.07%
Holding in Top 10
509
Holding in Top 10 Change
-142
Holding in Top 10 Change %
-21.81%
% of All Funds
7.86%
New
486
Increased
1,585
Reduced
1,163
Closed
88
Calls
$5.34B
Puts
$9.57B
Net Calls
-$4.23B
Net Calls Change
-$683M
Name Holding Trade Value Shares
Change
Shares
Change %
VWMG
2651
Virginia Wealth Management Group
Virginia
$851K +$851K +5,373 New
FA
2652
Faithward Advisors
Pennsylvania
$850K +$15.8K +100 +2%
OFW
2653
Omnia Family Wealth
Florida
$849K
STB
2654
S&T Bank
Pennsylvania
$849K +$6.49K +41 +0.8%
ME
2655
McIlrath & Eck
Washington
$847K +$17.7K +112 +2%
EFA
2656
Evernest Financial Advisors
Indiana
$847K +$847K +4,839 New
Harris Associates
2657
Harris Associates
Illinois
$845K
FCFS
2658
First Command Financial Services
Texas
$839K -$27.7K -175 -3%
GIP
2659
Greatmark Investment Partners
Georgia
$839K +$3.96K +25 +0.5%
MF
2660
Montis Financial
Massachusetts
$839K +$256K +1,615 +44%
KLC
2661
Knowledge Leaders Capital
Colorado
$837K -$154K -975 -16%
TWM
2662
Titus Wealth Management
California
$837K -$45.5K -287 -5%
KCFA
2663
Key Client Fiduciary Advisors
New Jersey
$831K +$831K +5,245 New
EW
2664
Element Wealth
Mississippi
$830K +$8.07K +51 +1%
HWM
2665
Horizon Wealth Management
Illinois
$830K +$830K +5,244 New
KWM
2666
Kaydan Wealth Management
Michigan
$829K +$829K +5,237 New
ICM
2667
Islay Capital Management
Texas
$828K -$58.1K -367 -7%
HCM
2668
Hutchinson Capital Management
California
$827K +$6.17K +39 +0.8%
OFA
2669
Oak Family Advisors
Illinois
$826K +$333K +2,101 +67%
RWI
2670
Red Wave Investments
Pennsylvania
$825K +$13.8K +87 +2%
WH
2671
Willner & Heller
California
$825K +$825K +5,042 New
SPI
2672
Santori & Peters Inc
Pennsylvania
$823K +$3.01K +19 +0.4%
BSG
2673
Black Swift Group
Colorado
$822K -$6.08M -38,408 -88%
HWM
2674
Hemington Wealth Management
Virginia
$822K -$365K -2,873 -31%
HI
2675
Humankind Investments
New York
$822K +$53.9K +340 +7%